Lee Jae-yong, chairman of Samsung Electronics, Choi Tae-won, chairman of SK Group, and Lee Hae-jin, chairman of Naver, are set to meet with Jensen Huang, CEO of NVIDIA, in Silicon Valley. This gathering aims to strengthen collaboration on next-generation semiconductor supply chains and AI business initiatives among leaders in the global artificial intelligence (AI) ecosystem.
According to industry sources, the executives from Samsung Electronics, SK Group, Naver, and NVIDIA will hold a roundtable meeting on July 24 (local time) near Silicon Valley.
There is also speculation that key figures in the global generative AI market, such as Sam Altman, CEO of OpenAI, and Dario Amodei, CEO of Anthropic, may attend the meeting.
It is unusual for leaders of South Korea's memory and service companies, which dominate the global AI market, to gather with the head of the world's largest AI semiconductor company. This meeting comes just over a month after Jensen Huang visited South Korea and met with local business leaders, reaffirming strong partnerships with Korean companies.
The main agenda for the meeting will focus on securing the supply chain for next-generation high-bandwidth memory (HBM), foundry collaboration, and building AI infrastructure.
Samsung Electronics and SK Hynix are expected to discuss strategic cooperation regarding the supply of HBM4 for NVIDIA's next-generation AI accelerator, 'Vera Rubin.' Additionally, Samsung is reportedly exploring various collaboration options for AI chip production using advanced 2-nanometer processes with major AI companies like Anthropic.
Naver is also planning to further define its partnership with NVIDIA regarding its 'AI Factory' project, which combines GPU servers, data centers, and cloud technology.
Industry analysts believe that this series of meetings could alleviate recent concerns about an 'AI peak-out'—the notion that the market may decline after reaching its peak. Given the current adjustments in stock prices of major semiconductor companies, this meeting could send a strong message that investments in AI infrastructure will remain robust over the next two to three years.
* This article has been translated by AI.
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